Financial & Legal Issues Group

In 2017, the UMRA Board of Directors approved the creation of a Financial & Legal Issues Group (FLG). UMRA had sponsored various workshops on financial and legal issues in recent years. FLG is designed to permit greater depth and continuity of discussion to facilitate problem solving and resource identification of retiree's financial and legal issues. 

UMRA members interested in attending and/or contributing experiences or resources are welcome to contact Andy Whitman, FLG facilitator, at awhitman@umn.edu or 612-747-6015.

The following programs will be held in the 2021-2022 year.  Attend online, or in a classroom at
John A. Knutson & Co.,
1755 Prior Avenue North,
Falcon Heights, MN 55113.

For registration questions or directions, please contact Kim at kelm@jakcpa.com or 651-379-5732


Tax Efficient Distributions to Family and Charities: Sept 20, 2021

You can roll funds from retirement accounts, like 401(a) and 403(b), into your IRA, then do a Qualified Charitable Distribution from the IRA.

Meeting Recording available
Presentation Slides


Estate Planning,
Mon. Nov. 8, 1:30pm. 2021

Matt Guttman, Attorney
For program information:  kelm@jakcpa.com or 651-379-5732

Register
After registering, you will receive a confirmation email containing information about joining the meeting.


Tax Update:  Elections, Forgiveness, & Taxes, Oh My!, 
Wed Dec 8, 12pm–1pm. 2021

Todd J. Koch, CPA, MBT, CFP, with John A. Knutson & Co.
For program information:  kelm@jakcpa.com or 651-379-5732

Register
After registering, you will receive a confirmation email containing information about joining the meeting.


Bruininks Hall, Skyline